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FourThought Financial Partners’s Sony SONY Stock Holding History

FourThought Financial Partners’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,215
Closed -$428K – 180
2024
Q2 		$428K Buy
25,215
+1,840
+8% +$30.4K 0.06% 147
2024
Q1 		$401K Buy
23,375
+6,230
+36% +$115K 0.05% 219
2023
Q4 		$325K Buy
17,145
+55
+0.3% +$954 0.04% 234
2023
Q3 		$282K Buy
17,090
+1,300
+8% +$22.7K 0.04% 243
2023
Q2 		$284K Buy
15,790
+660
+4% +$12.4K 0.04% 257
2023
Q1 		$274K Sell
15,130
-17,210
-53% -$298K 0.04% 262
2022
Q4 		$493K Buy
+32,340
New +$483K 0.07% 186

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial Partners's SONY Position: Q3 2024 in Review

FourThought Financial Partners sold out of Sony (SONY) in Q3 2024, closing a stake of 25,215 shares — an estimated $428K sold.

FourThought Financial Partners first reported a position in SONY in Q4 2022 and held it in 7 quarters. The position peaked at $493K in Q4 2022. 658 funds tracked by Wall St. Rank hold SONY as of Q3 2024.

  • FourThought Financial Partners reported no remaining Sony position as of Q3 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 25,215 Sony shares in Q3 2024, an estimated $428K.
  • FourThought Financial Partners first reported a position in Sony in Q4 2022 and held it in 7 quarters.
  • FourThought Financial Partners's Sony position peaked at $493K in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Sony as of Q3 2024.

Based on FourThought Financial Partners's 13F filing for Q3 2024, filed 13 Nov 2024.